See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $75,346 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,890 | $58,726+27.5% | $92,233-18.8% | $62,292+20.2% |
| Participation rate | 91.1% | 68.3%+22.8pp | 76.5%+14.6pp | 69.5%+21.6pp |
| Annual return | 16.33% | 43.62%-27.3pp | 176.28%-159.9pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,197 | $2,392-50.0% | $3,679-67.5% | $2,042-41.4% |
| Participant deferral / active EE | $7,552 | $2,766+173.1% | $3,897+93.8% | $3,169+138.3% |
| Admin fee / account holder | $309 | $556-44.5% | $5,194-94.1% | $479-35.6% |